Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

Is data holding back your move to Oracle Sales Cloud?

Is data holding back your move to Oracle Sales Cloud?

Oracle Sales Cloud helps organizations enhance their sales efforts and create better engagement strategies for both their customers and their teams. Though migrating from CRM On Demand or another CRM system to Sales Cloud may seem daunting, transitioning customer data can prove fast and smooth with an archiving solution.

ActivePrime Applet Visibility in CRM On Demand

ActivePrime Applet Visibility in CRM On Demand

Problem

Your team uses Applets in Oracle COD (CRM On Demand) to provide some awesome new functionality for your CRM. For instance, the ActivePrime applet to enable CleanEnter 

Ok. That’s great, but you now need more control over who sees the Applet. Sure you can have individual users enable the applet, or assign to all users based on Role. However, say you have this scenario. You have 50 users in the Custom Power User Role in COD, but only 42 of those 50 should see the ActivePrime Applet that’s configured to show CleanEnter. What do you do?

4 Simple Keys to Archive your CRM Data

4 Simple Keys to Archive your CRM Data

Organizations need to protect their customer data, especially if planning to migrate to a new CRM or consolidate multiple systems into a single CRM. All customer data is extremely important to a company as it is used by sales, marketing, and customer service teams alike. The historical significance, security, and compliance of this data helps these teams within an organization to strengthen customer relationships and develop insightful selling strategies. Understanding and using collected customer data information is key to building value and developing loyalty with customers and prospects. Archive your data.

How to Maintain HIPAA Compliant CRM System Access & Security

How to Maintain HIPAA Compliant CRM System Access & Security

Data that has been classified as protected under HIPAA must be effectively protected. Protection must include limiting access to appropriate individuals. This includes physical access to the computers containing the data as well as electronic access.


Keeping Customer Loyalty in Healthcare Safe and Sound

Keeping Customer Loyalty in Healthcare Safe and Sound

When it comes to healthcare, one size does not fit all. Health providers faced with increasing competition and higher customer expectations need to reassess their customers’ needs and provide them with superior quality of experience. In a fragmented market, churn over any given year is inevitable, leaving customers with dismal satisfaction levels and health providers with humbled growth. A 2015 study on the Pioneer ACO program found a churn rate of 38% among patients over a year, with income-based churn even higher.

3 Keys to Prepare for 2017 Open Enrollment

3 Keys to Prepare for 2017 Open Enrollment

The 2017 Open Enrollment Period is quickly approaching, and showing no signs of slowing down. Healthcare organizations are anticipating member rates to increase upwards of 60 percent this year alone. The forecast also suggests over 90 percent of the US population will be covered with healthcare insurance in the next few years. To cope with this shift, many healthcare organizations are busy understanding and implementing CRM systems to address their compliance issues, and to develop new customers.

How to Ensure HIPAA Compliance for Your CRM System

How to Ensure HIPAA Compliance for Your CRM System

START WITH ASSET CLASSIFICATION

Not all CRM data falls under HIPAA guidelines. The purpose of asset classification is to ensure a clear policy is in place for classifying data. Classifications are not defined by HIPAA, they are company specific. For instance, an organization may decide to classify CRM data into public data, private data, critical data, and protected data. In this definition protected data would be actual data requiring protection under HIPAA. Each CRM system data asset within an organization would be classified by the security team and typically assigned an owner. The owner is an individual responsible for ensuring the private data is appropriately protected.